See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,744 | $28,109-61.8% | $71,086-84.9% | $56,287-80.9% |
| Participation rate | 51.8% | 40.4%+11.4pp | 54.7%-2.9pp | 69.9%-18.1pp |
| Annual return | -7.69% | -615.05%+607.4pp | 650.59%-658.3pp | -9.96%+2.3pp |
| Employer contribution / active EE | $83 | $558-85.1% | $1,088-92.3% | $2,111-96.1% |
| Participant deferral / active EE | $592 | $1,116-46.9% | $1,874-68.4% | $3,350-82.3% |
| Admin fee / account holder | $122 | $585-79.1% | $3,082-96.0% | $521-76.6% |